Insights

Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.

Becoming hyper-focused on only one aspect of a project is rarely a good approach. A racecar driver who only focuses on speed and ignores strategy likely won’t win many races. A carpenter who only hammers in nails won’t build strong structures. The same is true of retirement planning. If you …

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes  …

While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …

Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family.   If you’re not sure where to begin, our estate planning checklist can help you get  …

Let’s be honest: If you’re a high-income earner, you’ve likely mastered the art of building wealth, but the IRS seems to have mastered the art of taking its cut. Thus, you might look at your growing traditional IRA and 401(k) and see a future of unavoidable required minimu …

Although many people equate legacy planning with generational wealth transfer, a holistic approach to legacy planning can address financial, legal, and personal aspirations in a cohesive plan. It can take into account your unique relationships, values, philanthropic goals, and family govern …

Planning for the future isn’t just about creating a will or setting up a trust (though that’s a good start). It can also be about helping to ensure a trusted individual carries out your wishes once you’re gone. This person, known as the executor of the estate, plays a critical role in manag …

Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan?

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.

As someone with a significant estate to leave, deciding who you leave it to and how you leave it are clearly important. Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. So is fairness — especially if you have several c …